Mechanical investment strategies

Clearly CLN for your dividend strategy and HOLN for your momentum strategy.

Neither CLN nor HOLN have EDGAR data afaik, but there’s always FASTgraphs 


  • CLN
    Historical earnings graph with dividend payout ratio:

    Since the 2020 dividend distorts the graph (high dividend due the split), here’s the same graph without the dividend payout ratio:

    Their earnings growth has been flat over the past 20 years. I personally would pass despite the luring high divided. YMMV, of course.
  • HOLN
    Historical earnings graph with dividend payout ratio:

    I like this earnings graph much better (at least looking back the past 10 years or so), alas, I don’t like its price.

OK, the stock market January is history. What a month!

First my momentum strategy, I think most Dollars ever in a single month.

Margin multiplier: 132.87%.

Performance YTD: 13.28%, XIRR since 2020: 28.64% (yippie, again over 28%!)

Table:

Positions:

Again did Tutor Perini grow a lot. I would really really like to sell a bit to reduce my risk. But the capt’n says no, it is still on buy, the only thing I would be allowed to do would be to buy more. There go my 2 Ferraris
 but OK, if something feels so bad it brings usually a ton of money.

The last 6 buys were oil and gas, all are double digits in the green. Nice.

Now for the divi strategy:

Portfolio: Finviz.

Dividends: KMB,MRK,MO,HST,ONL,O,CSCO

Bought additional GIS

Margin multiplier 100.32%

Carry premium: 2.86% (still no market dividend, a bit low
). That is withholding tax and debt interest already deducted of course.

Performance: YTD: 6.81%, XIRR since 2014: 11.45%, since 2020 14.64%

Wheels of fortune (positions, dividends and sectors):

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Today it seems Supermicro starts the second round. I did cash out already a lot of gains, much more than I did invest, in the last round where it made me more than 2000%! But I still hold a nice position. Fundamentally it is almost as cheap now as when I did buy the first time. And today probably momentum builds up again
pre market almost 12% in the green.

The negative cash flow and lower margins hurt a bit, but that is normal for a growth company. The main concern is the same as with some AI companies: they place orders on credit at each other. SMCI has a bad reputation for such bookkeeping tricks.

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Today IBEX from my momentum strategy published numbers:

IBEX Ltd (NASDAQ:IBEX) reported a 17% increase in headline revenue and a 46% growth in adjusted EPS for Q2 2026

Nice, 11% pre-market. Seems after all there are some companies that profit from AI. The IBEX AI phone bots


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I was not sure if I should post this. Because a few years ago I would have read such a thing and think to my self “what an asshole, that is completely impossible!”.

But it is not.

Friday I not only had a new all-time high in all currencies but had a new record in one-day performance. The momentum strategy did rise 6.03% and the dividend strategy 2.33% (which was less than the Dow that made 2.47%). That made me a total of 3.95% in a single day. Or more or less almost what I made in a year in my last job


I had losses that big during COVID, but then got it all back the same year. But I never have seen the stock market rise that way as it does right now. Maybe all is over soon? I don’t know but lucky for me I don’t need to know.

4 of my stocks in the divi portfolio are on sell for overvaluation. But they are still in the better half of momentum and therefor aren’t sold yet. They use to produce nice market dividends, but sooner or later they will get back to earth. The stocks are Broadcom, Emerson Electric, Cummins and Caterpillar. All companies that are with me a decade or longer. Of course, the best scenario would be higher cash flow, but in this case the stock price rises probably even more, the overvaluation continues.

In the momentum strategy oil was a very good choice of my captain. I bought this sector, especially the “shovel sellers”, since October. But then stocks from other sectors did perform very nice too: Tutor Perini, a double position, is over 550% in the green and keeps rising.

I don’t think the markets can rise for much longer. Without my mechanical strategies I would sell, sell, sell. But then probably I would have sold long ago and would have missed all that windfall profits.

One could say “nothing is rising, it is just money losing value”. I always see money as a position. And money is a very bad position, with a state guarantee to lose value. So, I will keep to be invested in stocks (and some privately used real estate) and will never or seldom have a positive balance for cash, cash is trash.

An extended bear market could lead to a positive cash balance, because I don’t buy but still sell. But then I will buy on credit a lot when my captain tells me the bear market is about to be over. I described the details of such scenarios in my crash recovery system (part of the divi strategy), all the rules are included earlier in this thread.

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And finally a bit action in the dividend strategy:

After a bit more than a decade I had to sell Kimberly Clark. Too bad, but better safe than sorry. The FCF does not cover even the dividend. And all that just to diworsify, why not stick to paper?

The position did not grow in all this time, so it was not too big. I could distribute the money among my other holdings. Did buy APAM, CNA, DD, F, GIS, IBM and T.

Goodbyie Kimberly


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Sorry, two of my posts and a thread about the new tax in the Netherlands got deleted after I invested hours in research and translation.

I asked what rules I did brake but got only a strange answer like that this is not written law yet (?). In this case 95% of all articles in this forum must be deleted without comment


That is a no go for me, sorry. I’ll think about it but I may look for another place to practice my English


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Don’t quite know which emoji to use, so thought I’d write it out - I would find it a pity if you left, although your writing style sometimes is a bit “harsh” (maybe like the German “streng”), IMO you bring a lot of value to the forum.
For example because of your repeated “captain orders me
” and strict keeping to your rules set over years, I’ve decided to be more strict with my rules, which I was too flexible with in the past, adjusting depending what my emotions were “telling me”.

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Mate, why are you so personally attached to this forum, so that a troll answer from me (not a mod, owner or whatever) triggers you this much? After all, this is just a public finance forum. You’ve already achieved financial independence and retired early, and you live in a beautiful country most of the time.

While I understand that having a thread deleted after investing a lot of time and effort in it is unpleasant, I believe your contributions to this forum are valuable, whether or not this thread exists. Wouldn’t you agree?

I was asking the mod that deleted my thread. As you answered I thought you were that mod. Sorry mate.

Actually I like (or at least liked) it here. I learned a lot, even the difference between quite and quiet. And you helped me with the decision to get officially retired by getting AHV; now I don’t have to explain what I do any longer although the AHV this month did not last 3 days.

I don’t understand what happened. Any kind of information would have been nice. How can I stop breaking the rules if I don’t know what rule I did break?

I will wait a few days and then decide if I switch to another forum. I suppose I cannot publish a link here, that would be an understandable rule


While I think it better if moderating actions come with a private message explaining them, when it doesn’t happen, you can engage the dialogue on your side by messaging the moderators.

The blue “message” icon on this page should allow to message them as a group: https://forum.mustachianpost.com/g/moderators

Sorry for off-topic, I don‘t feel like investing my time in moving this message to the best place at this point.
As some one who also had a message deleted without public or private communication, I disagree with you. I see it as the job of the moderators to publically communicate, not my job to retrocatively ask for such communication.

We are saying similar things. I am just providing a way to get in touch with the moderation for when we haven’t had a communication from their part.

It isn’t about who’s job is what, it’s about getting our desired outcome (communication with the moderator who took action against one or more of our messages) and taking steps to get it if required even if we’d have prefered another way (getting messaged from the moderation), which didn’t happen.

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That’s annoying, I’d be equally annoyed. I hope you decide to stay because I both value and like your contribution.

That’s a pity – I really enjoyed your insights and overal narative.

Let us know maybe with a private message to which forum you move. I appreciate your posts about US stocks although I wished you would have more international ones, but yes I know EDGAR has all the data :smile:

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He already let me know via DM that he’s moving his activities back to WallStreetBets on Reddit.

(I'm kidding)
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I mean. I think it’d be the perfect forum. Although, he would need to post at least a month after doing a trade. That way the whales cannot fuck with him.

Who knows, maybe he gets to be the next DeepFuckinValue.

Sorry guys. Thank you for all the supporting messages, were really nice, but sorry.

I will stay to put some links to my trades, just so you all know my performance is real. But I am not sure they let me do that here. But I won’t put it any longer twice.

My dividend strategy.

My momentum strategy

General things about mechanical strategies.

This will be deleted I suppose, but I even got an approval to speak English there


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